How do I add multiple expenses as line items while recording an expense in AntMyERP?

To add multiple expenses as line items while recording an expense in AntMyERP, follow these steps:
Access Expense Voucher:
Log in to your AntMyERP account.
From the left menu, go to “Finance” and select “Expense Voucher.”
Create New Voucher:
Click the “+” button to create a new expense voucher.
Expense Account and Amount:
Choose the appropriate “Expense Account” from the dropdown.
Enter the amount for the first expense.
Add Another Line Item:
Click “+ Add another line” to include more expenses.
Line Item Details:
Select the “Expense Account” for each additional expense.
Enter respective expense amounts and descriptions.
Review and Save:
Double-check all line items for accuracy.
Click “Save” to record the expense voucher.
By following these steps, you can efficiently record multiple expenses with distinct line items in AntMyERP.

What steps do I follow to mark an expense as billable in AntMyERP?

Here are the specific steps to mark an expense as billable in AntMyERP based on the information you provided:
Log In and Navigate:
Log in to your AntMyERP account.
From the left menu, click on “Finance.”
Access Expense Voucher:
Choose “Expenses Voucher” from the Finance menu.
Create a Voucher:
Click the “+” button to create a new expense voucher.
Select “General Expense voucher.”
Fill Out Voucher Details:
Add the necessary information in the following fields:
Voucher Type: Choose the appropriate voucher type.
Petty Cash Account: Select the petty cash account, if applicable.
Account Head: Choose the expense account that corresponds to the operational expense.
Description: Provide a brief description of the expense.
Amount: Enter the total expense amount.
Cost Center: Select the relevant cost centre, if applicable.
Customer / Vendor: If applicable, choose the customer or vendor associated with the expense. Ticket No.
Mark as Invoiceable: Check the “Invoiceable” checkbox to indicate that the expense is billable.
Enter the “Invoice Amount” to specify the amount you intend to bill the customer for this expense.
Upload Document: You may have the option to upload supporting documents related to the expense. Attach any necessary files if required and Save:
Double-check all details for accuracy.
Once verified, click the “Save” button to record the expense voucher.
By following these steps, you’ll successfully mark an expense as billable in AntMyERP, ensuring that the company can bill the customer and seek reimbursement for operational expenses incurred while selling a product or service.

Employee Expense Account Head Not Captured When Adding Voucher in AntMyERP?

Create an Expense Account:
Go to the “Finance” section.
Select “Chart of Accounts” or a similar option.
Create a new expense account under the “Indirect Expenses” group.
Specify the account details, including the description of employee expenses.
Save the expense account.
Use the Expense Account in the Voucher:
When creating an expense voucher, choose the newly created expense account for employee expenses.
Input the voucher details, including the amounts and relevant information.

Why am I not able to delete certain expenses in AntMyERP?

There are reasons why you might not be able to delete certain expenses in AntMyERP:
Permissions and User Roles: Your user role or permissions might not allow you to delete expenses. Some expenses may require higher levels of authorization for deletion to ensure data integrity and prevent unauthorized changes.
Workflow and Approval Processes: Certain expenses might be part of an approval workflow. If an expense has already been approved or is linked to other transactions, the system might prevent deletion to maintain a clear audit trail.